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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Stephen Loughman (CRD# 4742958) is an Investment Advisor Representative working at Wells Fargo Advisors in Lebanon, NH and has over 19 years of experience in the finance industry. Stephen Loughman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michele Mardanes (CRD# 4535755) is an Investment Advisor Representative working at Wells Fargo Advisors in Lebanon, NH and has over 21 years of experience in the finance industry.
Jessica Matheson (CRD# 7201189) is an Investment Advisor Representative working at Wells Fargo Advisors in Lebanon, NH and has over 2 years of experience in the finance industry.
Anik Mutsuddy (CRD# 7805196) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has 1 year of experience in the finance industry.
Nancy St Aubin (CRD# 2641073) is an Investment Advisor Representative working at Wells Fargo Advisors in Lebanon, NH and has over 22 years of experience in the finance industry.
Mitchell Stagnone (CRD# 5908394) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has 1 year of experience in the finance industry.
Michele Thomas (CRD# 7445864) is an Investment Advisor Representative working at Wells Fargo Advisors in Lebanon, NH and has 1 year of experience in the finance industry.
Anthony Abbate (CRD# 4549814) is an Investment Advisor Representative working at Granite Value Capital, LLC in Hanover, NH and has 1 year of experience in the finance industry.
Katherine Adams (CRD# 4171657) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 23 years of experience in the finance industry.
Adrian Alquinta (CRD# 5343486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 16 years of experience in the finance industry.